Billing Docs

io.github.theluckystrikePublished by GitHub account theluckystrikev0.22.6Updated Oct 24, 2026

Credit notes against your invoices and purchase orders to suppliers, with VAT and A4 PDFs.

VerifiedSTDIODesktop onlyFinanceBusiness & Commerce

Overview

AI-generated overview

A local MCP server that lets an assistant create, list, render and delete credit notes and purchase orders, with VAT handling and A4 PDFs.

What you can do
Create credit notes against existing invoices, in full, by gross amount, or per line, with VAT split across the invoice's rates, then list, fetch, render as text or PDF, and delete them. Raise purchase orders with line items, VAT, currency and expected delivery date, then list, fetch, render as text or PDF, receive in full or in part, and delete them. Produce a billing report of credited and on-order totals per currency and overdue deliveries. Check licence status and activate a licence.
When to use it
Useful when you issue credit notes for returned work or double billing, or raise purchase orders to suppliers, and want an assistant to draft and track those documents alongside invoices held by the companion invoice server.
Requirements
Runs locally over stdio; the manifest lists no environment variables or headers. The README says the npm package is not yet published, so the one-click bundle or a clone-and-build is the working install path. It reads invoices and clients from the companion invoice server, which should run alongside it, and both share one business profile. PDF output and the report require a Pro licence.
Before you install
It writes and deletes billing documents in a local data store, and deletion is refused for documents already posted or rendered. Free tier allows five documents per calendar month. PDF generation and the billing report need a paid Pro licence, verified offline. It depends on another server's invoice and client data, so that server must be present and consistent.

Installation

In SourceWeft

  1. Open Billing Docs in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

mcp-billing-docs

Credit notes and purchase orders, on the same engine as your invoices.

When a client sends work back, or you billed them twice, you owe them a credit note: a document that names the invoice it reverses and takes the money off it, with the VAT unwound at the rate you charged. When you order from a supplier, you owe them a purchase order: what you want, at what price, by when, with your own details on it. This server writes both, against the invoices and the clients the mcp-invoice server already holds, and it will not let a credit note give back more money than the invoice charged. Sending the same document twice is refused by the id of the one already there, and a document nothing depends on can be deleted, so a re-send never costs you a free-tier slot. Everything stays on your machine.

Built on @theluckystrike/mcp-invoice/lib: the money, VAT, currency and formatting code is the invoice server's, not a second copy of it, so a credit note and the invoice it reverses agree to the minor unit.

In the official MCP Registry (io.github.theluckystrike/billing-docs-credit-notes-purchase-orders).

[billing-docs demo]

npm publish for @theluckystrike/mcp-billing-docs is pending, so npx -y @theluckystrike/mcp-billing-docs returns 404 today. Until then, the .mcpb one-click bundle or a clone+build is the working path.

Install

Claude Desktop (claude_desktop_config.json):

json
{  "mcpServers": {    "billing-docs": {      "command": "npx",      "args": ["-y", "@theluckystrike/mcp-billing-docs"]    }  }}

Claude Code:

sh
claude mcp add billing-docs -- npx -y @theluckystrike/mcp-billing-docs

Cursor (.cursor/mcp.json):

json
{  "mcpServers": {    "billing-docs": {      "command": "npx",      "args": ["-y", "@theluckystrike/mcp-billing-docs"]    }  }}

Run mcp-invoice alongside it: this server reads that server's invoices and clients, and both take their name, address, VAT id and default currency from one shared business profile.

Tools

toolwhat it does
credit_note_createCredit an invoice: the whole thing, a gross amount, or named lines with quantities
credit_note_listEvery credit note, with the credited total per currency. Filter by invoice, client or date
credit_note_getOne credit note in full
credit_note_pdfThe A4 PDF, titled CREDIT NOTE and carrying the invoice number it reverses (Pro)
credit_note_textThe plain-text version to paste into an email
credit_note_deleteRemove one that was never posted to its invoice or rendered: the free monthly slot comes back
purchase_order_createRaise an order: line items, VAT, currency, expected delivery date
purchase_order_listEvery order with its status: open, partially received, received
purchase_order_getOne order in full, with its receipts
purchase_order_pdfThe A4 PDF, titled PURCHASE ORDER (Pro)
purchase_order_textThe plain-text version to send the supplier
purchase_order_receiveMark an order received, in full or in part
purchase_order_deleteRemove one with nothing received against it and no render: the free monthly slot comes back
billing_docs_reportCredited per currency, on order per currency, deliveries past their date (Pro)
license_status, license_activateFree or Pro, and how to upgrade

One resource, billing-docs://open-orders, and one prompt, chase_deliveries.

Free vs Pro

FreePro
Documents per calendar month5, credit notes and purchase orders togetherUnlimited
credit_note_delete, purchase_order_deleteYes: the cap counts what is in the store, so a delete returns the slotYes
credit_note_text, purchase_order_textYes, unlimitedYes
Full, partial and per-line credit notes, VAT, multi-currency, receiving ordersYesYes
credit_note_pdf, purchase_order_pdfNoYes, plus your logo and no footer credit
billing_docs_reportNoYes

Get Pro: https://mcp.zovo.one/buy/billing-docs ($19 one-time for this server, $39 for the bundle).

A measured thing

Crediting part of a mixed-VAT invoice at one rate is wrong by more than the rounding you would expect. An invoice of EUR 1,000.00 consulting at 23% plus EUR 500.00 print at 8% totals EUR 1,770.00. Credit ten percent of it, EUR 177.00, the way a single-rate credit note would: net EUR 143.90, VAT EUR 33.10. This server splits the credit across the rates the invoice actually used, in proportion to each rate's share of the total, and gets net EUR 150.00 with VAT of EUR 23.00 at 23% and EUR 4.00 at 8%, EUR 27.00 in all. The gross the client sees is identical either way. The VAT line differs by EUR 6.10, 22.6 percent of it, and that is the number that goes on a VAT return.

Asserted in test/unit.test.mjs, "a credit note by amount splits the gross across the invoice's VAT rates and reuses each rate".

Privacy

All data stays local: ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/billing-docs/. No account, no API key, no network call, ever. Licence keys are verified offline.

Built by theluckystrike. Support: [email protected]

Use these docs as an MCP server

Any MCP client (Claude, Cursor, Windsurf, VS Code) can read this repository's documentation directly via GitMCP - no install:

Source: servers/billing-docs/README.md at commit 1bd9d69

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

2
  1. v0.22.6LatestOct 14, 2026
  2. v0.22.1Sep 18, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts